Tuesday, May 14, 2019

Create a Matrix Style Search which will show the total number of Opportunity records created per month

1. Create a new saved search, List > Search > Saved Searches > New
2. Select Transaction
3. Enter the following on the Criteria:
- Main Line = True
- Type = Opportunity

4. Navigate to the Results tab and enter the following:

Field

Summary Type

 Formula

Custom Label

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '01' , 1)

January

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '02' , 1)

February

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '03' , 1)

March

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '04' , 1)

April

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '05' , 1)

May

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '06' , 1)

June

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '07' , 1)

July

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '08' , 1)

August

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '09' , 1)

September

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '10' , 1)

October

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '11' , 1)

November

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '12' , 1)

December

5. Save and Run the search.

 

No comments:

Post a Comment